Name
WealthCounsel California Forum Meeting
Date & Time
Monday, July 30, 2018, 8:30 AM - 5:00 PM
Speakers
Stephen Dale - Stephen Dale
Dante Allen - Executive Director, CalABLE board at State Treasurer's Office
Shoshannah Hart - Tasch & Hart Law Firm
Jonathan Mintz - Evergreen Legacy Planning, LLP
David Mann - The Other Bar
Herb Chavers - Herb Chavers, a Professional Law Corporation
Stephen Dale Dante Allen Shoshannah Hart Jonathan Mintz David Mann Herb Chavers
Description
Join us this summer for a gathering with your California colleagues and friends. We have a variety of California specific topics planned. New this year, we will be including a one-hour session on the topic of substance abuse, and a WealthCounsel hosted luncheon where you will have time to collaborate and share best practices with your peers. See you soon!
 
8:30am - 8:45am        Opening Remarks
8:45am - 10:15am        Unique Issues for Special Needs Trusts in California and CalABLE Act
10:15am - 10:45am       Networking Break
10:45am - 12:00pm     Wealth® Docx Scenarios Part II
12:00pm - 1:00pm       Networking Lunch, hosted by WealthCounsel
1:30pm - 2:30pm         Managing Basis and Minimizing California Real Property and Income Taxes
2:30pm - 3:30pm        Substance Abuse in the Legal Profession: Prevention, Detection, and Treatment
3:30pm - 4:00pm       Networking Break
4:00pm - 5:00pm       The Practitioners' Panel on California Estate Planning
 
Please Note:
Approved - 4.50 General Credits in California
Pending Approval - 1.0 Competence Issues (substance abuse) Credit in California
 
 
Sessions
Faculty: Stephen Dale, JD, Dante Allen, MCM, Herb Chavers, JD, Jonathan A. Mintz, JD, TEP, David Mann, Kristin Yokomoto, MBA, JD, LLM, LLM, Shoshannah Hart, JD
Session Type
Precursor 1
Course Focus
Multi-Focused
Credit Type
General
CLE Eligibility
Eligible for CLE credit
Tuition Fee:
Symposium Attendees: $100 - OR - Monday-Only Attendees: $150